+96.5%
ENB vs USFD
+322.5%
-226.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | -0.5% | -3.3% | +2.9% | +0.4% |
| 30D | -0.2% | -5.3% | +5.1% | +1.1% |
| 3M | -7.5% | +18.8% | -26.3% | -11.7% |
| 6M | -4.1% | +14.3% | -18.4% | -7.8% |
| YTD | +9.8% | +36.9% | -27.1% | +0.3% |
| 1Y | +8.7% | +31.7% | -23.0% | 0.0% |
| 3Y | +79.0% | +164.5% | -85.5% | +35.0% |
| 5Y | +69.1% | +212.6% | -143.5% | +18.8% |
| 10Y | +96.5% | +329.7% | -233.2% | +17.6% |
| All | +96.5% | +322.5% | -226.0% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded USFD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling